Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

  • $29.4 Billion
  • Q3 2024

Cambridge Investment Research Advisors, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $29.4 Billion distributed in 3409 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.05B, Vanguard Index Fds S&P 500 ETF with a value of $975M, Nvidia Corp with a value of $685M, Invesco Qqq Trust, Series 1 with a value of $624M, and Ishares Core S&P 500 ETF with a value of $603M.

Examining the 13F form we can see an increase of $2.35B in the current position value, from $27.1B to 29.4B.

Below you can find more details about Cambridge Investment Research Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $29.4 Billion
ETFs: $17.3 Billion
Technology: $3.4 Billion
Financial Services: $1.74 Billion
Consumer Cyclical: $1.13 Billion
Healthcare: $953 Million
Industrials: $812 Million
Communication Services: $756 Million
Consumer Defensive: $712 Million
Other: $1.24 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.4B
$14 Million 0.05% of portfolio
117,974
Q3 2024 Added 94.0%
$117B
$14.7 Million 0.05% of portfolio
50,898
Q3 2024 Added 4.46%
$262B
$15.9 Million 0.05% of portfolio
19,040
Q3 2024 Reduced 1.96%
$69.7B
$10.8 Million 0.04% of portfolio
96,775
Q3 2024 Added 12.52%
$0
$12.1 Million 0.04% of portfolio
257,567
Q3 2024 Added 4.76%
$72.7B
$12.2 Million 0.04% of portfolio
41,019
Q3 2024 Added 3.11%
$49.7B
$12.2 Million 0.04% of portfolio
118,847
Q3 2024 Reduced 3.95%
$109B
$10.8 Million 0.04% of portfolio
46,830
Q3 2024 Reduced 0.06%
$29.4B
$11.4 Million 0.04% of portfolio
190,636
Q3 2024 Added 3.08%
Blackrock ETF Trust Ii Flexible
-
$12.7 Million 0.04% of portfolio
-
Q3 2024 Added 54.24%
Capital Group Dividend Growe
-
$12.4 Million 0.04% of portfolio
-
Q3 2024 Added 177.21%
$24.1B
$11.4 Million 0.04% of portfolio
83,650
Q3 2024 Reduced 5.84%
$652M
$10.9 Million 0.04% of portfolio
912,874
Q3 2024 Added 8.36%
$50.9B
$12.2 Million 0.04% of portfolio
37,774
Q3 2024 Reduced 6.6%
$0
$13.1 Million 0.04% of portfolio
311,300
Q3 2024 Added 5.92%
$34.7B
$13.2 Million 0.04% of portfolio
111,108
Q3 2024 Added 56.52%
$0
$10.9 Million 0.04% of portfolio
273,678
Q3 2024 Added 38.04%
$0
$11.1 Million 0.04% of portfolio
348,514
Q3 2024 Added 3.0%
$0
$11.6 Million 0.04% of portfolio
178,319
Q3 2024 Added 20.06%
$79.8B
$10.4 Million 0.04% of portfolio
84,506
Q3 2024 Reduced 0.4%
-
$13.2 Million 0.04% of portfolio
-
Q3 2024 New
Tcw ETF Trust Compounders
-
$10.7 Million 0.04% of portfolio
-
Q3 2024 Added 0.08%
$0
$11.8 Million 0.04% of portfolio
276,029
Q3 2024 Reduced 21.94%
$0
$10.7 Million 0.04% of portfolio
359,507
Q3 2024 Added 2,276.75%
$0
$12.9 Million 0.04% of portfolio
126,313
Q3 2024 Added 10.94%
$0
$12.8 Million 0.04% of portfolio
97,221
Q3 2024 Reduced 12.54%
$0
$10.5 Million 0.04% of portfolio
545,366
Q3 2024 Added 5.69%
$0
$10.3 Million 0.04% of portfolio
447,673
Q3 2024 Reduced 0.54%
$0
$13.1 Million 0.04% of portfolio
252,024
Q3 2024 Added 96.87%
$0
$13.1 Million 0.04% of portfolio
206,674
Q3 2024 Added 19.71%
$37.9B
$10.9 Million 0.04% of portfolio
147,540
Q3 2024 Added 2.7%
$111B
$11.4 Million 0.04% of portfolio
135,868
Q3 2024 Reduced 23.81%
$0
$13.1 Million 0.04% of portfolio
318,862
Q3 2024 Added 8.21%
$81.8B
$11.4 Million 0.04% of portfolio
43,582
Q3 2024 Reduced 0.57%
$4.78B
$11.9 Million 0.04% of portfolio
578,054
Q3 2024 Reduced 5.74%
$0
$11.5 Million 0.04% of portfolio
259,855
Q3 2024 Added 101.83%
$0
$10.6 Million 0.04% of portfolio
103,932
Q3 2024 Reduced 2.35%
$0
$10.8 Million 0.04% of portfolio
874,167
Q3 2024 Added 0.19%
$0
$11.9 Million 0.04% of portfolio
133,270
Q3 2024 Reduced 46.04%
$0
$10.9 Million 0.04% of portfolio
109,754
Q3 2024 Reduced 22.96%
$0
$10.4 Million 0.04% of portfolio
84,116
Q3 2024 Reduced 65.93%
$0
$13 Million 0.04% of portfolio
125,179
Q3 2024 Added 16.2%
$0
$11.2 Million 0.04% of portfolio
120,129
Q3 2024 Added 8.66%
$0
$12.4 Million 0.04% of portfolio
411,819
Q3 2024 Reduced 24.8%
$0
$12.3 Million 0.04% of portfolio
82,301
Q3 2024 Reduced 26.95%
$0
$11.1 Million 0.04% of portfolio
186,757
Q3 2024 Reduced 6.16%
$0
$11.8 Million 0.04% of portfolio
202,316
Q3 2024 Reduced 37.36%
$0
$12.7 Million 0.04% of portfolio
272,379
Q3 2024 Added 3.08%
$131B
$13 Million 0.04% of portfolio
99,743
Q3 2024 Added 2.72%

Summary

  • Portfolio
  • No. of Stocks 3,409
  • Current Value $29.4 Billion
  • Prior Value $27.1 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 251 stocks
  • Additional Purchases 1,699 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,368 stocks
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